ZIM
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Zacks Investment Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Zacks Investment Management’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,251
Closed -$1.21M – 758
2025
Q3 		$1.21M Sell
18,251
-1,882
-9% -$125K 0.01% 395
2025
Q2 		$1.26M Hold
20,133
– – 0.01% 376
2025
Q1 		$962K Buy
20,133
+4,376
+28% +$236K 0.01% 413
2024
Q4 		$853K Buy
15,757
+1,290
+9% +$62.1K 0.01% 433
2024
Q3 		$533K Hold
14,467
– – ﹤0.01% 487
2024
Q2 		$504K Sell
14,467
-1,267
-8% -$48.2K 0.01% 441
2024
Q1 		$648K Buy
+15,734
New +$499K 0.01% 440

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Zacks Investment Management's EZBC Position: Q4 2025 in Review

Zacks Investment Management sold out of Franklin Bitcoin ETF (EZBC) in Q4 2025, closing a stake of 18,251 shares — an estimated $1.21M sold.

Zacks Investment Management first reported a position in EZBC in Q1 2024 and held it in 7 quarters. The position peaked at $1.26M in Q2 2025. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Zacks Investment Management reported no remaining Franklin Bitcoin ETF position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 18,251 Franklin Bitcoin ETF shares in Q4 2025, an estimated $1.21M.
  • Zacks Investment Management first reported a position in Franklin Bitcoin ETF in Q1 2024 and held it in 7 quarters.
  • Zacks Investment Management's Franklin Bitcoin ETF position peaked at $1.26M in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.